Robert Muse Email & Phone Number
President of SEI Trust Company and President of SEI Institutional Transfer Agent @ SEI
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Robert Muse Location
- Oaks, PA, US
Robert Muse Work
- 2022 -now President of SEI Trust Company and President of SEI Institutional Transfer Agent @
- 2019 -now Board Member and Volunteer @
- 2018 -now Chairperson of the Board @
- 2015 -now Senior Vice President and Director @ SEI Trust Company
- 2010 -now VP and Director - Fiduciary Administration and IMS Funds Support Svces @ SEI Private Trust Company & SEI Trust Company
- 2005 -now SEI Cares Board @ SEI Investments / SEI Cares
- 2016 -2022 President (SITA) and Senior Vice President (STC) @ SEI Institutional Transfer Agent, Inc. & SEI Trust Company
- 2013 -2019 Board Member @
- 2010 -2012 Board President @ Family Guidance Center
- 2009 -2009 VP and Director - Fiduciary Administration and Tax @ SEI Private Trust Company
- 2006 -2009 Manager - Trust Tax Team @
- 2000 -2008 VP @ SEI (SEI Private Trust Co.)
- 1998 -2000 VP and ERISA Compliance @ Allfirst Bank
- 1996 -1998 VP and ERISA Compliance @ CoreStates Bank / First Union National Bank
- 1990 -1996 Senior Consultant @ McKay Hochman Co., Inc.
Robert Muse Education
- Eastern University
BA (Organizational Business Mgt)
2001-2003 - Warwick Valley High School
Regents High School Diploma
1983-1987
Robert Muse Skills
- Financial Services
- ERISA
- Vendor Management
- Tax
- Investments
- Retirement
- Pensions
- 401k
- Securities
- Strategic Financial Planning
- Mutual Funds
- Strategic Planning
- Relationship Management
- Hedge Funds
- Asset Management
- Fixed Income
- Fiduciary
- Process Improvement
- Investment Advisory
- Project Management
- Retirement Planning
- Asset Allocation
- Alternative Investments
- Wealth Management
- Series 63
- Investment Management
- Series 7
- Portfolio Management
- Investment Strategies
- Financial Planning
- Institutional
- Strategy
- Risk Management
- Marketing
Robert Muse Summary
- Robert Muse, based in Oaks, PA, US, is currently a President of SEI Trust Company and President of SEI Institutional Transfer Agent at SEI. Robert Muse brings experience from previous roles at The Center for Loss and Bereavement, BuildaBridge International, SEI Trust Company and SEI Private Trust Company & SEI Trust Company. Robert Muse holds a 2001 - 2003 BA in Organizational Business Mgt @ Eastern University. With a robust skill set that includes Financial Services, ERISA, Vendor Management, Tax, Investments and more. Robert Muse has 3 emails and 3 mobile phone numbers on RocketReach.
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